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DW 301- Business Requirements for Data Warehousing – Gathering,Documenting and Analyzing

Duration: 3 – 5 days

This seminar focuses on how to gather, define, and document business requirements and perform analysis for information systems projects, focused primarily on data warehousing and related decision support applications.

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Description

This seminar focuses on how to gather, define, and document business requirements and perform analysis for information systems projects, focused primarily on data warehousing and related decision support applications. The seminar consists of an introduction to the Business Analyst function and proceeds to develop the following skill sets needed for gathering, documenting, and analyzing requirements: identification and documentation of decision support and other requirements, logical process modeling skills, logical data modeling skills, and how to conduct facilitated sessions with supporting meeting agendas, scripts, and templates. The seminar provides practical experience and case studies for learning to gather and refine requirements for any level of decision support or other information systems projects.

This class is workshop-focused since design concepts are best learned by doing. The final workshops are oriented to solving problems that you have in your current projects. The workshops allow you to learn how the concepts are applied and how to develop skills in business requirements management for decision support and data warehousing systems.

Objectives

  • Develop skills in eliciting and defining business requirements for data warehousing projects
  • Provide an understanding of the documentation techniques, principles, terminology and concepts
  • Provide practical group and individual exercises for requirements gathering and interpreting them in view of the decision support needs of the organization
  • Supply sample agendas, scripts and templates describing how to capture the various deliverables throughout the discovery phase
  • Simulate the business requirements process by giving each seminar participant the opportunity to participate in exercises and be critiqued by the instructor

Seminar Content

  • Introduction
  • Overview of Data Warehousing and Decision Support Systems
  • Project Management for Business Analysis in Data Warehousing
  • Key Principles and Concepts in Requirements Management
    • Effective versus poor requirements at various levels
    • The types of requirements and their places in the development process
  • Advantages and disadvantages of each discovery technique and methods for using them on a data warehouse or other information systems project
  • Gathering and Structuring Data Warehouse Requirements
    • Techniques used to gather and structure types of requirements
      1. Interviews
      2. Questionnaires
      3. Workgroup / JAD sessions
      4. Surveys and observations
    • Use cases as a method for gathering and documenting requirements
  • Overview of Data Warehouse Logical Data Modeling
  • Reading a Logical Data Model
  • Introduction to Building a Logical Data Model for Data Warehousing
    • Project Initiation
    • Entity Type Definition
    • Case study exercise
    • Relationship Type Definition
    • Entity-level diagrams
  • Case study exercise
  • Key Attribute Type Definition
    • Identifying key attributes
    • Defining key attributes
    • Redefining relationships
  • Case study exercise
  • Non-Key Attribute Type Definition
    • Identifying and defining non-key attributes
    • Producing a fully refined logical data model
    • Case study exercise
  • Fundamentals of Logical Process Modeling for Decision Support Systems
    • Objectives and modeling definitions
    • Process modeling techniques
  • Building Diagrams
    • Identifying functions, external objects, and information views
    • Case study exercise for building diagrams
  • Building Process Flows and Data Flow Diagrams for Decision Support Systems
    • Objectives, definitions, and types of dependencies
    • Identifying external objects, data stores, and information views
    • Agendas, scripts, templates, and facilitation techniques
    • Case study exercise building the process flow and data flow diagrams in a data warehouse project
    • Case study exercise building the action diagram for a process
  • Additional Information Used in Data Warehousing Business Analysis
    • Metadata and its role in information systems
    • Storage and access to metadata for data warehousing
  • Repositories and their strengths and limitations
  • Facilitating for Decision Support Business Requirements
    • JAD approaches for data and process requirements gathering techniques
    • Agendas, scripts, templates, and facilitation techniques for requirements meetings and focus groups
    • Documenting Data Warehousing User Requirements
    • Developing appropriate documentation for various user and technical functions
    • Using requirements for informative communication throughout the project’s lifecycle
    • Transforming requirements into specifications
      1. Differences between requirements and specifications
      2. Techniques for transformation and use as foundation for application development
  • Workshop Summary, Additional Exercises and Reference Materials

About the Course Designer

This training was designed by David Marco, PhD, an internationally recognized authority on data and AI governance, to help teams succeed in real organizational conditions. The curriculum equips participants with practical judgment, shared language, and decision clarity that hold under scale, risk, and executive accountability.

David Marco PHD EWSolutions

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